Investment Commentary
Our investment team provides ideas and analysis of important
investment concepts and topics. By sharing our thoughts on trends in the market place,
changes in sectors, asset allocation ideas or events of the day we hope
to better educate the investing public.
The Case for Strategic Convertible Allocations March, 2013 In this analysis of global convertible market opportunities, John P. Calamos, Sr. discusses the role of convertible securities within portfolios and encouraging global trends within the convertible market. He also explains why a growing economy provides a favorable environment for a widening pool of convertibles. Calamos Insights February, 2013 Uncovering Opportunities and Managing Risk: Asset Allocation Considerations for 2013 and Beyond. John P. Calamos, Sr. provides his views on how to balance return potential with risk considerations, across a range of asset classes. Fine-Tuning Exposure to Growth in Emerging Economies March, 2013 The Calamos Investment team discusses our flexible, risk-managed approach to uncovering growth opportunities emanating from emerging markets. Evolving Emerging Market Strategies October, 2012 "Evolving Emerging Market Strategies: A Tactical or Core Component of Asset Allocation?" John P. Calamos, Sr. explores the changing role of emerging markets (EMs) within the global economy, the implications for asset allocation and the firm's risk-managed approach to pursuing EM growth potential. Investing in Innovation: Growth Opportunities in Technology June, 2012 Sr. Strategy/Sector Analyst Steve Klouda explores investment opportunities in the technology sector. He also discusses how the Calamos investment team balances growth and risk considerations. Higher-Quality High Yield Asset Allocations September, 2012 Low interest rates globally and a flight to quality have driven down the yields of government bonds, while a muted economic recovery demands that income-oriented investors maintain caution about the highest yielding, most speculative credits. Calamos Credit Analysis Process April, 2009 A look at the historical-based models, the forward-looking models and the fundamental analysis that contribute to our pricing or risk. Calamos Equity Valuation Process April, 2009 A review of Calamos’ research process, how we uncover the economic profits of a company, and how our research determines the quality of cash flows, return on capital and the equity’s valuation.